Zach what you're talking about sounds pretty slick. My employer/boss refuse to adopt ClickUp because "that's not how our factories and CEO communicate". If there were a way to be able to essentially link CU & email so that we could manage projects with CU but some people could still live in their retarded email world that would be pretty amazing.

But to the original request; if we could assign a task to ourselves when we email to a list that would be pretty cool too.

Zach Yes this would be VERY useful, especially if it can be filtered. In other words, emails that match X condition trigger something.

Zach That sounds great! I would love to have a folder in Outlook and every time I move an email into that folder - out pops a task in CU which I can move around from there. As a pre-step to full email integration that would be so helpful.

Zach Absolutely! More integrations! Our agency is on Google. Would love to leverage this as soon as it's released!

Zach Do you know how many hours of email system configuration you would save me?

Then pump up those automations with a SuperAgent to monitor and get smarter from?

Yes, please, and thank you.

Thomas Bacon I 100% agree

Zach would be great. The contractor is also valid. If we could automate some reverse functions as well: for example, when a card in the Clickup with a connected email thread was completed, the Clickup could send a summary of the conclusion in the original email. Without this function, my team needs to update both Clickup and go to the original Gmail email thread to update requests/stakeholders.

ZachYes - very helpful. Doing this in other tools to trigger actions in ClickUp today, which is fine, but to bridge the gap between email and ClickUp would be very helpful (maybe having a real email integration so task comms can flow easily with outside parties).

Zach Would not be any use to me unless it worked with IMAP accounts as well as Gmail/Outlook.

Zach please can you add the original feature request as promised? Or at least let us know when it will be added if ever

Zach That can also reframe how we manage mailboxes as well. Currently, we are doing auto-forwarding from a shared mailbox to an email to task for monitoring. Having the mailbox linked simplifies the steps and will have the automation or agent do the sorting and classification piece all inside ClickUp.

Hey Zach

I love this idea.

If we could have ClickUp monitor the email account and use rules (e.g. Subject contains, sender is, etc) and trigger actions - that would be epic!!

I am on M365/Outlook.

Hit me up if I can contribute at all.

Cheers, Rob

Karoline Kautz You can do that already with the CU email to task feature & a macro automation in outlook. We forward all of our emails into tasks to a central space in clickup to work from that way.

Zach that'd be great for us, I assume we'd need to use something like custom id's in email subjects to link an email to a specific task?

Michael Completely agree with you. That sometimes stops the whole process if some "legacy world people" are the deciders.

Zach Yes. Would be nice to see it in ClickUp.

Zach with this regards using email triggers at a helpdesk capacity, in part the triggers would need to direct influence the task that email is assign to. For instance if someone replies to an email that was initiated from a task and in return a reply is sent a trigger would influence that task status.

Zach, this could be beneficial. ClickUp currently doesn't let you connect Outlook team emails so if we could have an automation that looked at the team email inbox and would trigger something in ClickUp, like create a task or post a comment to an existing task, that could be very beneficial.

Zach That would work great for us, we are on Google, as long as we can then trigger a different CU status / automation based on when a user replied to the existing Google email support thread as we originally asked too. The idea here is we need to mimic a support desk where the original ticket gets into CU and sets a status to open, then auto follow-ups while waiting for the client in a pending status and if not response, it changes the status a third time to closed.

Karoline Kautz, excellent idea!

Michael: Thanks, Michael. And yes, the original request will not be lost. This is just a matter of timing and what comes first!

Thomas Bacon: Good note on filtering. I will see if we can also get filtering in when we add in the integration.

Summer Aims: Looking forward to saving you a ton of time. Thank you for your patience!

Igor Canabarro: 100%, and I'm glad you brought up actions as well. For these integrations we would be adding in, we would likely start with either triggers or actions, and I think we're going to start with triggers first. But then yes, there's no reason we wouldn't also add the other!

We are looking to make these integrations much better than our original ones, by the way.

Ralph Stokes: I will see if IMAP will work when we introduce this. Good callout.

Mark Regan: This task is not going to be closed out when we ship the Gmail and Outlook functionality, I promise. This is still a high-priority feature request for us, but the implementation is not as easy as the integration ones will be, which is why I was looking for a quicker win for this group of people. We will come back to the main ask.

Zach It would but only if it works really well. For example, I use a proofing tool and get an email when a client requests changes/approval, so I would love for CU to automate when this email arrives it changes the specific task to assign the next subtask for example, but I think getting CU to know what task the email is connected too would be difficult.

And for 'support tickets' this automation would be helpful, i already forward these emails to CU so I guess essentially this is the same thing

Zach Yes, this would be very useful.

Zach That would be incredible! I'd also consider the opposite

When action happens, trigger email response.

For example when a task closes, send X email template and be able to insert custom variables (ex. First Name) to the template.

I'd pay more for that.

Adam Carbonneau: Noted �

Ruth Barrow: cool use case! We'll keep that in mind if we pick this up. Thanks for sharing.

Zach This could also work for us but aside from the set up obviously needing to allow one to clearly differenciate which emails are triggers & which arent, but the requirements for the sender also cannot be difficult or they just wont happen. Best case would be if we could send triggers in Emails, where someone can just click a button in an incoming email and trigger an automation.

Zach would it work if the original email was sent through clickup and replied to in outlook? For this to be useful, i would need the email thread to track to a specific task.

I hear you Marc! I will make sure this task is updated as our roadmap evolves.

Zach It would be great to have this automation as a first step towards real mail integration. It would be an immensive productivity boost if I can link mail conversations to tasks and see the latest status of each item. For example if i get a response on a thread in outlook to see the linked tasks in the clickup integration and if I open a task in clickup to see the latest conversations in outlook. You could use conversation ids to link these items. This would be a feature allowing even more seamless work in click up as many users still heavily rely on mail conversations.

Tony Cunningham Agreed, as service provider having replied emails response triggering a simple status change is huge. If and when this is implemented would be a game changer for even new clientele.

Tony Cunningham we are having the same issue, it makes the email replies useless if there is no notifications.